Philip StanglandCRD Number: 6245945
Current Firm: Everence Trust Company
Philip Stangland (CRD# 6245945) is an Investment Advisor Representative working at Everence Trust Company in Bakersfield, CA and has over 3 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
Barnes Wealth Management Group
Royal Alliance Associates, Inc.
|Everence Trust Company||Goshen, IN||Sep 2013 - Current||3|
|Everence Financial||Goshen, IN||Oct 2012 - Current||4|
|Laurelglen Bible Church||Bakersfield, CA||Aug 1998 - Jul 2012||13|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Sep 2013|
Total Assets Under Management1,307MILLIONS
Total Number of Accounts3,721ACCOUNTS
Average Account Value$351,251
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
AL, AZ, CA, CO, DC, DE, FL, IA, IL, IN, KS, KY, MA, MD, MI, MO, NC, NJ, NM, NY, OH, OR, PA, SD, VA, WI, WV
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